Waterloo Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
20,220
+2,284
| +13% | +$662K | 0.47% | 46 |
|
|
2025
Q1 | $4.4M | Buy |
17,936
+1,743
| +11% | +$428K | 0.41% | 58 |
|
|
2024
Q4 | $3.88M | Sell |
16,193
-734
| -4% | -$176K | 0.41% | 62 |
|
|
2024
Q3 | $3.57M | Buy |
16,927
+423
| +3% | +$89.2K | 0.39% | 65 |
|
|
2024
Q2 | $3.34M | Sell |
16,504
-663
| -4% | -$134K | 0.4% | 66 |
|
|
2024
Q1 | $3.44M | Buy |
17,167
+367
| +2% | +$73.5K | 0.44% | 55 |
|
|
2023
Q4 | $2.86M | Buy |
16,800
+5,815
| +53% | +$989K | 0.46% | 49 |
|
|
2023
Q3 | $1.59M | Buy |
10,985
+1,068
| +11% | +$155K | 0.47% | 45 |
|
|
2023
Q2 | $1.44M | Sell |
9,917
-614
| -6% | -$89.3K | 0.43% | 45 |
|
|
2023
Q1 | $1.37M | Buy |
+10,531
| New | +$1.37M | 0.42% | 45 |
|
|
2020
Q1 | $737K | Buy |
+8,185
| New | +$737K | 0.52% | 43 |
|